StockDriftsStockDriftsTop 50 Curated Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | 19.71% | 1.41M | $152.5M | +13019.27%(+1.40M) | $25.96(+3.24%) | 2026-06-30 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 2.38% | 255.0K | $18.4M | +2973.17%(+246.71K) | $441.97(-19.03%) | 2026-06-30 | |
| DSCO | DOUBLELINE ETF TRUST | 1.76% | 9.87M | $13.6M | +2608.56%(+9.51M) | $24.87(-0.32%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.47% | 3.54M | $11.4M | +4319.03%(+3.46M) | $630.92(+12.96%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 1.36% | 2.76M | $10.5M | new | $37.03(+9.11%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.19% | 2.67M | $9.2M | +278.98%(+1.96M) | $37.32(+16.16%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 1.16% | 8.09M | $9.0M | +93713.99%(+8.08M) | $142.91(+40.71%) | 2026-06-30 | |
| SO | SOUTHERN CO | 1.03% | 19.9K | $8.0M | new | $96.32(-3.91%) | 2026-06-30 | |
| KHC | KRAFT HEINZ CO | 0.99% | 81.3K | $7.7M | new | $22.98(+11.01%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 0.98% | 7.47M | $7.6M | +185838.61%(+7.47M) | $255.61(+17.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.17% | +44.93% | +7.03% | +40.45% |
| Top 20 Holdings Unweighted | +11.15% | +37.32% | +5.26% | +29.23% |
Curated Wealth Partners LLC reports $773.64M in US-listed equity holdings across 838 positions in its most recent 13F filing. Its largest disclosed positions are PFE (19.7%), TPL (2.4%) and DSCO (1.8%). The top 20 holdings account for 40.54% of reported assets. Its disclosed equity book has returned +44.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curated Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1781284). View Curated Wealth Partners LLC’s 13F filings on SEC